Red Friday
On this week's podcast, Karl Eggerss discusses the new COVID variant and how Wall Street reacted. In addition, he welcomes guest Justin Pawl to discuss the economy, inflation, and the stock market.
Nov 27, 2021•28 min
Creating Richer Lives
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
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Episodes
A Simple Way To Keep Your Portfolio Balanced
On this episode, Karl Eggerss discusses rebalancing and why it's so important and gives some examples of how it works.
Nov 21, 2021•23 min
Investing In A Runaway Market
Investing in the stock market is hard enough, let alone when it's at all-time highs. Many investors are experiencing FOMO (fear of missing out). On this podcast, Karl Eggerss gives listeners an update on the current landscape and ways to approach asset allocation.
Nov 14, 2021•27 min
Do Bonds Even Belong In A Portfolio?
Interest rates remain near historic lows and inflation is running higher than normal. On this podcast, Karl Eggerss discusses if bonds still play a part in a diversified portfolio.
Nov 06, 2021•24 min
Some Spooky Things In The Market
On this episode, Karl Eggerss reveals parts of the market that are downright scary. Appropriate for Halloween.
Oct 30, 2021•19 min
Are Your Shelves Stocked?
Supply chain disruptions continue and the costs of goods and services continue to rise. On this podcast, Karl Eggerss explains how you can prepare your portfolio and your household for low inventory and rising costs.
Oct 23, 2021•23 min
Several Ways To Invest In Real Estate
While real estate can be a great long-term investment, it takes a lot of work and not every real investment deal is appropriate for every investor. Karl Eggerss welcomes Oliver Norman to the podcast to discuss.
Oct 16, 2021•40 min
Creating Richer Lives 20211009
On this podcast, Karl Eggerss explores what changes were made during the pandemic for giving to charities and explains various techniques around philanthropy.
Oct 09, 2021•26 min
An "Alternative" Investment For Your Portfolio
On this episode, Karl Eggerss discusses alternative investments as a compliment to investment portfolios. He gives examples and scenarios when they may make sense.
Oct 02, 2021•28 min
"I Sure Am Glad I Have You"
On this episode, Karl Eggerss explains one of the many reasons individuals hire financial advisors.
Sep 25, 2021•22 min
Will You Be Affected By The Proposed Tax Changes?
On this episode, Karl Eggerss dives into some of the tax changes that are in the latest proposal. There is a sigh of relief for some while others may expect a higher tax bill.
Sep 18, 2021•23 min
Is Mailbox Money Always A Good Thing?
On this podcast, Karl Eggerss explains why too much fixed income can be a detriment to an overall financial plan.
Sep 11, 2021•20 min
Financial Literacy Starts Early
On this episode, Karl Eggerss welcomes Oliver Norman to the show to discuss explaining money to youngsters. It's never too early to start and Oliver gives some practical ways to do it.
Sep 04, 2021•40 min
The Beginning Of The End?
On this week's podcast, Karl Eggerss welcomes Justin Pawl, CIO of Covenant, to discuss the change the Fed made this week that could impact your portfolio.
Aug 28, 2021•34 min
Starting Down The Right Path
Imagine just starting out your career. What things do you need to know to make sure you start out on the right financial path? On this podcast, Karl Eggerss gives some practical tips that will help.
Aug 21, 2021•21 min
How To Handle Finances In A Relationship
One of the main strains on a relationship is the topic of finances. On this episode, Karl Eggerss welcomes Oliver Norman CFP®, CHFC®, CLU®, CDFA® to get his advice on ways to strengthen a relationship when it comes to finances and money.
Aug 14, 2021•34 min
Reasons To Keep Working
It seems most Americans are counting the days until retirement. But, on this week's podcast, Karl Eggerss shares some reasons why you may want to keep working.
Aug 07, 2021•22 min
Real Estate Investing 101
Have you ever wondered what the best way is to invest in real estate? On this episode, we'll take a deep dive into the various ways investors can take advantage of the real estate market.
Jul 31, 2021•28 min
24-Hour Bear Markets
On this episode, Karl Eggerss discusses the resiliency of the 2021 stock market. Plus, what is a stock? Many have been investing for several years and still may not know exactly what owning stock really means.
Jul 24, 2021•24 min
The Pros And Cons Of Target Date Funds
You've heard of them and probably have used them. They've gained in popularity and have been revolutionary to help investors reach their retirement goals. They're target date funds. While they've been a great financial invention, there are some specific things you should know about them before you invest in them. On this podcast, Karl Eggerss welcomes Casey Keller to the studio to discuss.
Jul 17, 2021•28 min
How To Manage A Portfolio
Managing an investment portfolio has many factors to consider. On this podcast, Karl Eggerss discusses some of the key items every investor must consider before constructing a portfolio for any situation.
Jul 10, 2021•25 min
What Is An RIA?
On this podcast, Karl Eggerss explains what is an RIA. It stand for a Registered Investment Advisor. You may have heard the term, but don't know the definition.
Jul 03, 2021•24 min
The Largest Roth IRA In History?
The stock market reached new highs this week, but Karl sees a few warning signs. Plus, the story of perhaps the largest Roth IRA in history.
Jun 26, 2021•20 min
This Is Why We Diversify
On this episode, Karl Eggerss discusses the number one reason why we diversify. It was on full display this week in the financial markets.
Jun 19, 2021•25 min
What It Takes To Analyze A Stock
Owning individual stocks can be exciting. But, it takes a lot of work and research to really do it correctly. On this episode, Karl Eggerss lists several items to consider before purchasing a stock.
Jun 12, 2021•32 min
Do You Know About These Risks?
Risk of losing money is always top of mind. But, in this podcast, Karl Eggerss discusses a few others that most investors don't think about.
Jun 05, 2021•23 min
Go Into Retirement With Confidence
Many workers don't know if they can retire. On this podcast, Karl explains how to go into retirement with confidence.
May 29, 2021•22 min
Crypto Crash
This week's podcast focuses on the wild volatility in the cryptocurrency markets. Is it just another dip in a bull market? Or, is the run over?
May 22, 2021•22 min
Covenant State Of The Economy
On this podcast, Karl welcomes Justin Pawl, CIO of Covenant to recap Covenant's latest investment committee meeting. Register for Webinar
May 15, 2021•47 min
Major Tax Changes In 2021?
John Eadie joins Karl Eggerss this week to discuss all the tax proposals floating around and how it might impact your investments and your estate.
May 08, 2021•32 min
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